Everyone knows that to run a successful business you need to be tracking some key metrics. Business management guru Peter Drucker is often quoted as saying “you can’t manage what you can’t measure.”  As a result, most financial planning firms measure loads of metrics.  However, not all metrics are created equal. For …

Holidays provide the perfect time to step away and re-align our goals and values. With back to school on its way, it’s time to get back to business. Here are some great must-read articles we shared on FP Advance social media this August to help ease you back into getting things …

In January, I was in Utah, skiing with my wife Debbie, when we came across the sign below. It got me thinking about the journey we’re all on as business owners.  There comes a time in your business where things get challenging. As the sign says, there’s no easy way …

Please Note: This will make more sense if you’ve read last week’s blog post, Letter To A New Generation. Dear Owner, Thanks so much for your letter. I really appreciated the time you’d taken to let me into how you are feeling. That means a lot.  I thought I’d repay the courtesy …

Dear Successor, I wanted to write you this letter explaining how I’m feeling right now. I know I should be able to share this with you face to face, but I’m struggling. Reaching the end of one’s career is a much more difficult time and transition than I ever gave it …